See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,616 | $73,867-81.6% | $143,757-90.5% | $68,494-80.1% |
| Participation rate | 89.6% | 66.7%+22.9pp | 80.3%+9.2pp | 67.9%+21.7pp |
| Annual return | -20.28% | 1.01%-21.3pp | -0.04%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $812 | $3,184-74.5% | $4,951-83.6% | $2,596-68.7% |
| Participant deferral / active EE | $2,162 | $3,384-36.1% | $5,637-61.7% | $4,027-46.3% |
| Admin fee / account holder | $6,558 | $5,755+14.0% | $14,673-55.3% | $5,403+21.4% |